We facilitate mergers from start to finish through:

Speech bubble icon

Leadership for Negotiations: We work with leaders from all organizations involved to establish the steering committee with equitable representation and create a timeline for the negotiations.

Hand shaking icon orange

Planning and Conducting Negotiations: We’ll facilitate the negotiating process with the members of the Steering Committee, including discussions about governance, finances, human resources, capital needs, funding, programs and services, and communications.

Hand icon with pencil

Writing and Proposing a Merger Agreement: We’ll prepare a “plan of merger” that outlines next steps, including how each board approves the merger and what happens post-merger.

gear icon

Approval of the Plan of Merger: We support the presentation of the plan of merger to each organization’s board to arrive at a decision about what comes next.

Throughout this process, we are mindful of seeking the best outcome for all organizations, with sensitivity and recognition of the challenges that come with combining organizational operations.

Little girl in line at a soup kitchen

Get in Touch